Policy Servicing Consultant HNW Insurance & Wealth Solutions

About the Role
Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.

They are seeking detail-oriented and client-focused individuals to oversee post-sales servicing, policy reviews, and client relationship support, working closely with private bankers, insurers, trustees, and internal stakeholders.

Key Responsibilities

• Manage ongoing servicing of HNW life insurance policies, ensuring timely and effective resolution of client requests.
• Conduct annual policy reviews with clients and private bankers, identifying opportunities for upselling.
• Prepare annual policy review reports, client documentation and servicing materials.
• Liaise with private banks, insurers and trustees on policy administration and offshore insurance holding structures.
• Coordinate client due diligence and regulatory documentation, including KYC, AML, FATCA, UK CDOT and CRS requirements.
• Maintain accurate client records, servicing reports and policy information.
• Build strong relationships with clients and business partners to deliver a high standard of service.
  
  

Requirements

• A bachelor's degree and a minimum of 3 years of relevant experience in the wealth management industry.
• Knowledge of HNW life insurance, trust arrangements and corporate holding structures is advantageous.
• Familiarity with policy servicing, client due diligence and regulatory compliance requirements.
  
  

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

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Reg. No. R2199597
BeathChapman Pte Ltd
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